eddyharrington / tendie-tracker

A web app for tracking expenses and budgets

Tendie-Tracker

A (deprecated) web app for tracking expenses and budgets.

⛔ This project is currently DEPRECATED and no longer maintained.

What are tendies? Basically, money. Internet people call money 'tendies' and it's a word play on 'tender' (i.e. legal currency) and chicken tenders the food ¯\_(ツ)_/¯

Features

• Quick and bulk expensing
• Budget creation and automatic tracking of expenses per budget
• Custom spend categories
• Dashboard with dynamic reporting
• Detailed reports that break down spending
• Add additional payers for tracking expenses across multiple people
• Export your data directly into raw, CSV, and Excel
• Responsive design - compatible with all major browsers and devices

Built with

• Front-end: Bootstrap, Chart.js, and DataTables
  • Tendietracker.com uses Webflow and stills / mock ups from Pixabay and Burst. Images are created with Gimp, Figma, and ScreenToGif
• Back-end: Flask
• Hosting: Heroku

Demo

Dashboard

Expensing

Budgets

Reports

Run it locally (written for Windows and VSCode)

1. Create a directory and clone the repo in it:

git clone https://github.com/eddyharrington/Tendie-Tracker

2. Create your virtual environment:

python -m venv env

3. Activate your virtual environment:

env\Scripts\activate

4. Install the dependencies:

pip install -r requirements.txt

5. Create the DB in Postgres (schema in repo here)

6. Set your environment variables in .env file (otherwise hard code the string app.secret_key in app.py and engine in all of the .py files):

# App variable
SECRET_KEY=someRandomStringOfText

# DB variable
DATABASE_URL=postgres://{user}:{password}@{hostname}:{port}/{database-name}

7. Build and run the Flask app in VSCode

Discussion

I started working on this in March 2020 as part of my CS50 final project. My main goal was to replace an Excel file I was using for tracking expenses and originally this app had only 1 form and 2 or 3 pages on it. The pandemic gave me extra time to think and explore different technology so I ended up adding features that I was curious to learn about. Some of the other things I wanted to add and may work on at a later time include:

• Tests
• User intro / walk-through of the app
• Improved budget tracking (i.e calculates if your weekly / monthly spending is on-track or not)
• Dark theme
• Suggested spend categories

tendie-tracker's Issues

Time frame options for budgets and income (monthly, annual)

Feature requests from CS50 Facebook group:

1. Budget scenario: as a user who budgets month to month and has varying income/expense levels as a result, I want the ability to configure my budgets monthly instead of annually, so that budgets can be scoped smaller and tracked more closely.

2. Income scenario: as a user with varying monthly income (e.g. freelancer), I want the ability to set income month to month instead of annually, so that weekly/monthly expenses can be tracked more clearly.

Expense update error - expense record doesn't exist

Some users are reporting that when they try to update an expense record, they get an error message: "The expense record you're trying to update doesn't exist"

Budget UI - percentage decimals not rounding to 2 places

An issue was submitted anonymously via the footer feedback form:

Nice app! One very minor thing I encountered while poking around the site. I made a budget where groceries were 55% of my budget. When I review my budget, it says Groceries are 55.00000000000% of my budget. Looks really nicely polished, and has awesome functionality too!

Make 'Last 5 Expenses' on Dashboard editable

Suggested enhancement to make it easier to change a recent expense, instead of having to go through multiple clicks/pages to the Expense History.

Bug in Postgres DB Schema

'year' column is missing in SQL statement for creating 'budgets' table.

Corrected SQL statement:

CREATE TABLE IF NOT EXISTS budgets (
id serial PRIMARY KEY,
name TEXT NOT NULL,
amount REAL,
year INTEGER NOT NULL,
user_id INTEGER NOT NULL,
CONSTRAINT budgets_user_id_fkey FOREIGN KEY (user_id)
REFERENCES users (id) MATCH SIMPLE
ON UPDATE NO ACTION ON DELETE NO ACTION
);

Bug Source:
https://github.com/eddyharrington/Tendie-Tracker/blob/master/dbCreateStatements-Postgres.txt

Dashboard issues after year changed from 2020 to 2021

Issue #	Location	Issue	Details
1	Dashboard - Your Expenses	2020 Expenses card - title of card needs to be dynamic to current year	Root cause: '2020' is static in the HTML Location: index.html, line 101
2	Dashboard - Your Expenses	Monthly Expenses card - incorrect sum	Root cause: SQL query sums all expenses in the current month only, which includes any year. Location: tendie_dashboard.py, line 29
3	Dashboard - Your Expenses	Weekly Expenses card - incorrect sum	Root cause: same as issue 2 Location: tendie_dashboard.py, line 41
4	Dashboard - Weekly Spending	Line graph has incorrect sums	Root cause: same as issue 2 Location: tendie_dashboard.py, line 122
5	Dashboard - Monthly Spending	Bar chart has incorrect sums / includes last years expenses	Root cause: this chart is 'looking back 12 months' so it's including 2020 data in 2021 which is confusing. Also, its confusing because the same chart is in reports which is explicitly 'last 12 months'. Dashboard should ONLY show current calendar year spending. Location: tendie_dashboard.py, line 154 Note: has a dependency on tendie_reports.py line 54
6	Dashboard - Spending Habits	Bubble chart has incorrect sums / includes last years expenses	Root cause: same as issue 5 Location: tendie_dashboard.py, line 173 Note: has a dependency on tendie_reports.py, line 60
7	Dashboard - Payer Spending	Pie chart has incorrect sums / includes last year expenses	Root cause: same as issue 5 Location: tendie_reports.py, line 146 and line 151
8	Dashboard - Last 5 Expenses	Last 5 expenses are not ordered correctly	Root cause: ordering by a text column with dates in format of MM/DD/YYYY orders by the largest month value first instead of the last inserted rows Location: tendie_dashboard.py, line 52

Trying to make your app work

Hi Eddy!

I'm trying to make your app work locally without success. As I've tried to use a macbook, I have tried to modify your instructions.

The goal was to use an 'ad-free' expense tracker, and since I'm in India, I wanted to customize it to use the local currency.

I followed your instructions till step 4, but the create database part got me stuck.

I just ended up copy pasting your .txt file after running psql postgres and when I tried to run my app I got the following nasty error.

   Use a production WSGI server instead.
 * Debug mode: off
Traceback (most recent call last):
  File "/usr/local/anaconda3/lib/python3.8/runpy.py", line 194, in _run_module_as_main
    return _run_code(code, main_globals, None,
  File "/usr/local/anaconda3/lib/python3.8/runpy.py", line 87, in _run_code
    exec(code, run_globals)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/flask/__main__.py", line 15, in <module>
    main(as_module=True)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/flask/cli.py", line 967, in main
    cli.main(args=sys.argv[1:], prog_name="python -m flask" if as_module else None)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/flask/cli.py", line 586, in main
    return super(FlaskGroup, self).main(*args, **kwargs)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/click/core.py", line 782, in main
    rv = self.invoke(ctx)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/click/core.py", line 1259, in invoke
    return _process_result(sub_ctx.command.invoke(sub_ctx))
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/click/core.py", line 1066, in invoke
    return ctx.invoke(self.callback, **ctx.params)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/click/core.py", line 610, in invoke
    return callback(*args, **kwargs)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/click/decorators.py", line 73, in new_func
    return ctx.invoke(f, obj, *args, **kwargs)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/click/core.py", line 610, in invoke
    return callback(*args, **kwargs)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/flask/cli.py", line 848, in run_command
    app = DispatchingApp(info.load_app, use_eager_loading=eager_loading)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/flask/cli.py", line 305, in __init__
    self._load_unlocked()
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/flask/cli.py", line 330, in _load_unlocked
    self._app = rv = self.loader()
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/flask/cli.py", line 392, in load_app
    app = locate_app(self, import_name, None, raise_if_not_found=False)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/flask/cli.py", line 240, in locate_app
    __import__(module_name)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/app.py", line 6, in <module>
    import tendie_dashboard
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/tendie_dashboard.py", line 3, in <module>
    import tendie_budgets
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/tendie_budgets.py", line 3, in <module>
    import tendie_categories
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/tendie_categories.py", line 10, in <module>
    engine = create_engine(os.getenv("DATABASE_URL"))
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/sqlalchemy/engine/__init__.py", line 479, in create_engine
    return strategy.create(*args, **kwargs)
  File "/Users/hargunoberoi/Desktop/expenses/Tendie-Tracker/env/lib/python3.8/site-packages/sqlalchemy/engine/strategies.py", line 56, in create
    plugins = u._instantiate_plugins(kwargs)
AttributeError: 'NoneType' object has no attribute '_instantiate_plugins'

I have created a .env file with your given code (but have not replaced user and password with anything since I don't know what to put, my db username is hargunoberoi and no password).

Any help would be appreciated, as you may be glad someone found your work useful. :)

UPDATE:

I got it to work somehow! Still learning about databases.

Different colors per category on the 'Spending Categories Report' chart

Suggested enhancement to improve the chart readability / quality by /u/cldmello:

When I got to Reports -> Spending Categories Report, I see that all the categories are having the same bubble color. Maybe you can try to display each category in a different color. It will look better.

Currently, the chart uses the same color set for all of the bubbles that represent a category (code).

Password reset feature for existing users